FLEURUS INVESTMENT ADVISORY, LLC
Date of last update: 21 Apr 2025. Data updated weekly.
| Entity Name: | FLEURUS INVESTMENT ADVISORY, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 15 May 2014 |
| Business ALEI: | 1142734 |
| Annual report due: | 31 Mar 2026 |
| Business address: | 59 Ridge Rd, Weston, CT, 06883-2107, United States |
| Mailing address: | 59 Ridge Rd, Weston, CT, United States, 06883-2107 |
| ZIP code: | 06883 |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | jeffd@fleurus-ia.com |
NAICS
523940 Portfolio Management and Investment AdviceThis industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis and/or providing customized investment advice to clients on a fee basis. Establishments providing portfolio management have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio. Establishments providing investment advice provide financial planning advice and investment counseling to meet the goals and needs of specific clients, but do not have the authority to execute trades. Learn more at the U.S. Census Bureau
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Marie-Paule Lopez De Valdivia | Officer | 59 Ridge Rd, Weston, CT, 06883-2107, United States | - |
| Jean-Francis Lopez De Valdivia | Officer | 59 Ridge Rd, Weston, CT, 06883-2107, United States | 59 Ridge Rd, Weston, CT, 06883-2107, United States |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| G. KENNETH BERNHARD | Agent | COHEN AND WOLF, P.C., 320 POST ROAD WEST, WESTPORT, CT, 06880, United States | COHEN AND WOLF, P.C., 320 POST ROAD WEST, WESTPORT, CT, 06880, United States | +1 203-222-1034 | jeffd@fleurus-ia.com | 146 KINGS HIGHWAY NORTH, WESTPORT, CT, 06880, United States |
| Type | Old value | New value | Date of change |
|---|---|---|---|
| Name change | ISIS INVESTMENT ADVISORY, LLC | FLEURUS INVESTMENT ADVISORY, LLC | 2014-06-16 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0013036902 | 2025-03-25 | - | Annual Report | Annual Report | - |
| BF-0012309558 | 2024-01-18 | - | Annual Report | Annual Report | - |
| BF-0011319630 | 2023-06-12 | - | Annual Report | Annual Report | - |
| BF-0011055619 | 2022-11-08 | 2022-11-08 | Change of Business Address | Business Address Change | - |
| BF-0011055623 | 2022-11-08 | 2022-11-08 | Interim Notice | Interim Notice | - |
| BF-0010288187 | 2022-02-25 | - | Annual Report | Annual Report | 2022 |
| 0007095682 | 2021-02-01 | - | Annual Report | Annual Report | 2021 |
| 0006874447 | 2020-04-04 | - | Annual Report | Annual Report | 2020 |
| 0006437790 | 2019-03-09 | - | Annual Report | Annual Report | 2019 |
| 0006341242 | 2019-01-28 | - | Annual Report | Annual Report | 2018 |
Sources: Company Profile on Connecticut's Official State Website
* While we strive to keep this information correct and up-to-date, it is not the primary source, and the dataset source should always be referred to for definitive information